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Avantax Planning Partners’s Regency Centers REG Stock Holding History

Avantax Planning Partners’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-54
Closed -$3K – 987
2018
Q3 		$3K Buy
+54
New +$3.44K ﹤0.01% 1271
2018
Q2 		– Sell
-68
Closed -$4K – 1184
2018
Q1 		$4K Buy
+68
New +$4.11K ﹤0.01% 1440

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's REG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Regency Centers (REG) in Q4 2018, closing a stake of 54 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in REG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 362 funds tracked by Wall St. Rank hold REG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Regency Centers position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 54 Regency Centers shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Regency Centers in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Regency Centers position peaked at $4K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held Regency Centers as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.